See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,918 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.56% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,137 | $4,961-77.1% | $4,693-75.8% | $4,299-73.6% |
| Participant deferral / active EE | $8,045 | $8,310-3.2% | $7,997+0.6% | $6,507+23.6% |
| Admin fee / account holder | $219 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |